Filter and Sort Options¶
On an organization page, you have a number of options for filtering in order to view/manage a list of people. You can filter based on a person’s name, one or more sub-groups, using checkboxes, or even a tag. You can even select a multi-tab view. TouchPoint gives you a lot of flexibility regarding which people you view in a list. This makes it easy for you to send one email to people that might be a mixture of Members, Guests, Prospects, or Previous Members. After you filter the list, you can then use the blue Toolbar to send email, text, print reports, create a tag, and more for just that filtered group.
This is really helpful for very large organizations, as it allows you to find a person(s) by name.
- Step 1
In the text field enter the first or last name, first and last name, or just a few letters of each.
- Step 2
Press Enter/Return or click the Filter button. This will return the person(s) matching the text you entered.
This is useful for communicating with people in one or more sub-groups at a time, or for finding those not in a sub-group, or those in multiple sub-groups. You have several options for filtering.
- Use the drop down menu:
Select one or more sub-groups using the drop down menu to find everyone in one of those groups.
Select None Assigned to find those not assigned to any sub-group.
Select Match All to find people who are in each group specified.
Select Exclude to find people not in any of the group(s) specified.
- Use the text box:
Enter the first few letters of a sub-group and follow with an asterisk (*) for a partial match.
Lead with a minus sign (-) to exclude a sub-group.
Use a semi-colon (;) to separate multiple sub-group names.
Press Filter after making selection(s) using the drop down menu. Press Enter/Return or Filter when entering groups using the text box.
- To remove the filter:
Click the Clear button to remove any filters.
On any of the People tabs, you can click on the blue column headers to sort by that column. There is also a Date drop down, so that you can sort by various dates. If you have selected the Ministry Info option, you can even sort by the Contact and Tasks dates.
Use Case for Inactive Dates
If you use Inactive Dates for Deacons or others to flag when they finish their term of service and are going to rotate off for a year or so, you can sort by the Inactive date. Then you can check those ready to rotate off, filter for those checked, and then easily drop them using Update Members.